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Capital Investment Advisory Services’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Capital Investment Advisory Services’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$402K Buy
7,666
+7,592
+10,259% +$398K 0.02% 491
2026
Q1 		$3.89K Hold
74
– – ﹤0.01% 1130
2025
Q4 		$3.91K Sell
74
-75
-50% -$3.97K ﹤0.01% 1084
2025
Q3 		$7.92K Sell
149
-1
-0.7% -$53 ﹤0.01% 983
2025
Q2 		$7.93K Sell
150
-169
-53% -$8.83K ﹤0.01% 958
2025
Q1 		$16.7K Buy
319
+240
+304% +$12.5K ﹤0.01% 830
2024
Q4 		$4.09K Hold
79
– – ﹤0.01% 860
2024
Q3 		$4.17K Hold
79
– – ﹤0.01% 910
2024
Q2 		$4.05K Hold
79
– – ﹤0.01% 887
2024
Q1 		$4.05K Hold
79
– – ﹤0.01% 883
2023
Q4 		$4.05K Hold
79
– – ﹤0.01% 903
2023
Q3 		$3.94K Hold
79
– – ﹤0.01% 866
2023
Q2 		$3.96K Sell
79
-19
-19% -$957 ﹤0.01% 817
2023
Q1 		$4.95K Sell
98
-191
-66% -$9.59K ﹤0.01% 787
2022
Q4 		$14.4K Sell
289
-1,264
-81% -$62.6K ﹤0.01% 721
2022
Q3 		$77K Sell
1,553
-514
-25% -$25.9K 0.01% 531
2022
Q2 		$104K Buy
2,067
+5
+0.2% +$255 0.01% 521
2022
Q1 		$107K Sell
2,062
-95
-4% -$5.01K 0.01% 561
2021
Q4 		$116K Buy
2,157
+202
+10% +$10.9K 0.01% 532
2021
Q3 		$107K Buy
1,955
+1,250
+177% +$68.5K 0.01% 508
2021
Q2 		$39K Sell
705
-23,903
-97% -$1.31M ﹤0.01% 604
2021
Q1 		$1.35M Sell
24,608
-25,314
-51% -$1.39M 0.19% 116
2020
Q4 		$2.75M Sell
49,922
-18,783
-27% -$1.03M 0.41% 56
2020
Q3 		$3.77M Sell
68,705
-18,089
-21% -$994K 0.71% 28
2020
Q2 		$4.75M Buy
86,794
+86,312
+17,907% +$4.65M 0.96% 18
2020
Q1 		$25K Sell
482
-807
-63% -$42.9K 0.01% 422
2019
Q4 		$69K Buy
1,289
+3
+0.2% +$161 0.02% 369
2019
Q3 		$69K Buy
1,286
+2
+0.2% +$107 0.02% 484
2019
Q2 		$69K Buy
1,284
+252
+24% +$13.3K 0.02% 471
2019
Q1 		$55K Sell
1,032
-582
-36% -$30.4K 0.02% 462
2018
Q4 		$83K Buy
+1,614
New +$83.2K 0.04% 348

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Capital Investment Advisory Services's IGSB Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 10,259% in Q2 2026, buying an estimated $398K and bringing the position to 7,666 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #491.

Capital Investment Advisory Services first reported a position in IGSB in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.75M in Q2 2020. 1,009 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Capital Investment Advisory Services held 7,666 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $402K as of Q2 2026.
  • Capital Investment Advisory Services bought 7,592 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $398K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #491 holding.
  • Capital Investment Advisory Services first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • Capital Investment Advisory Services's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $4.75M in Q2 2020.
  • 1,009 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.